Pre entry for category

axer2005
axer2005 Member
edited January 2023 in Managing Your Transactions
Since spending transactions are in pending status for couple days before it is posted, changing or update the category manually before it is posted the effort is almost in vein and waste of time, but it is almost necessary to do it right away since most of time I want to categorize the transaction right away or at least on the same night. 
Waiting for transactions to be posted then I update the category is easily missed or memory has lost for what I made specific transactions few days ago. It is counter productive that the app is not helping me instead made me do more work by test my memory. 

I would like to see a pre entry field for category so I can enter the category right after I made the transaction and once the transaction is posted, what I entered in the pre entry field will roll into the permanent category. 

Can you please advise if it is possible ? 

Best Answer

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓
    You can enter the transactions with all details before they are posted, then they will (or should) match when they post.


    Rob Wilkens

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